Manage Gantt Timeline / Schedule
Overview
How do I manage tasks and exports in the Gantt Timeline / Schedule?
The Schedule in CxPlanner allows you to manage and track all project activities in one place. Tasks can contain detailed information, making it easier to monitor progress and collaborate effectively.
When and why to use this
Use the schedule to plan, track, and share project activities in a structured way.
- Plan main tasks and sub-tasks for your project.
- Add images, files, comments, assigned people, and floor plan locations directly to tasks.
- Track progress visually or by percentage.
- Export schedules for reporting or client updates.
- Apply filters, sort tasks, and view critical paths for advanced project control.
How to - step by step
Create new tasks
Open the Schedule module. Use New task to create a main task, or right-click an existing task and select Create sub-task.
Organize with folders and directories
Drag and drop a task onto another to build a folder structure and keep tasks organized.
Update task progress
Update progress by dragging the arrow on the task bar, or open the task and set the percentage manually.
Use the quick menu
Right-click any task to open the quick menu with available options.
Export the schedule
Click Export in the toolbar. Choose the full schedule or a date range, and optionally add a watermark like DRAFT.
Access advanced features
Use the Tools button to access filters, sorting, critical path, progress scaling, resource overview, and full-screen mode.
Behavior and results
Each task in the schedule can store multiple types of linked content:
- Images - Upload or take photos directly from the construction site to show progress.
- Files - Attach documents relevant to the task.
- Comments - Collaborate with the team directly in the task.
- Assigned person - Allocate responsibility.
- Floor plan location - Pin tasks to a specific site area.
Permission matrix
Project Role | Can View Schedule | Can Edit Tasks | Can Export Schedule |
|---|---|---|---|
Admin | Yes | Yes | Yes |
Manager | Yes | Yes | Yes |
Consultant | Yes | No | No |
Designer | Yes | No | No |
Contractor | Yes | No | No |
Viewer | Yes | No | No |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't create or edit tasks | Insufficient permissions | Contact a project Admin or Manager |
Can't see sub-tasks | Filters applied | Clear filters from the Tools menu |
Export missing some tasks | Wrong date range selected | Adjust export range before exporting |
Watermark not appearing in PDF | Option not selected in export | Enable watermark in the export settings |
Quick facts
- Requires: Project role Manager or higher
- Location: Schedule module
- Affects: Project planning, progress tracking, PDF exports, and reporting
Updated on: 08/26/2025
Thank you!